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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
2051
Sanders Morris Harris
Texas
$310K +$4.13K +40 +1%
IIL
2052
Insight Inv LLC
California
$309K -$4.96K -48 -2%
FDCP
2053
Foster Dykema Cabot & Partners
Massachusetts
$307K -$26.6K -257 -8%
SHGA
2054
Sand Hill Global Advisors
California
$307K -$19.4K -188 -6%
EP
2055
EPIQ Partners
Minnesota
$306K – – –
FWI
2056
Facet Wealth Inc
Maryland
$306K +$10K +97 +4%
ACIM
2057
Azimuth Capital Investment Management
Michigan
$305K +$31.1K +301 +12%
HFO
2058
Heritage Family Offices
Arizona
$305K – – –
AFA
2059
AA Financial Advisors
Ohio
$305K -$6K -58 -2%
AIC
2060
Allodium Investment Consultants
Minnesota
$305K +$31K +300 +12%
PCS
2061
Private Client Services
Kentucky
$304K +$42.8K +414 +17%
SFG
2062
SNS Financial Group
Minnesota
$303K – – –
NCG
2063
Newport Capital Group
New Jersey
$303K -$8.58K -83 -3%
RIL
2064
Rothschild Investment LLC
Illinois
$303K – – –
WRPWM
2065
Werba Rubin Papier Wealth Management
California
$303K +$36.5K +353 +15%
VPF
2066
Vantage Point Financial
Illinois
$302K – – –
OWA
2067
Opal Wealth Advisors
New York
$302K -$860K -8,318 -75%
ML
2068
Mayport LLC
Massachusetts
$302K -$30.2K -292 -10%
LWP
2069
LMG Wealth Partners
Louisiana
$302K +$2.89K +28 +1%
CW
2070
Channel Wealth
California
$302K +$285K +2,759 New
WSWA
2071
Warren Street Wealth Advisors
California
$300K +$284K +2,746 New
GL
2072
Gerber LLC
Ohio
$299K – – –
BDFN
2073
Bond & Devick Financial Network
Minnesota
$299K – – –
MMHP
2074
Murphy Middleton Hinkle & Parker
Georgia
$298K – – –
APP
2075
Avantax Planning Partners
Iowa
$297K +$15.5K +150 +6%
81 82
83
84 85